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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,698 | $138,076-50.2% | $123,553-44.4% | $135,380-49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.49% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,451 | $5,152-52.4% | $4,628-47.0% | $4,779-48.7% |
| Participant deferral / active EE | $5,991 | $6,800-11.9% | $6,426-6.8% | $5,609+6.8% |
| Admin fee / account holder | $130 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |